Investment adviser · CRD 311473

ACADEMY ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

ACADEMY SECURITIES ASSET MANAGEMENT, LLC

NEW YORK, NY, United States · Form ADV filed May 11, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Banks & thriftsFewer than 5Not reportedNot reported
Retirement plansFewer than 5Not reportedNot reported
CharitiesFewer than 5Not reportedNot reported
Government entitiesFewer than 5Not reportedNot reported
Other investment advisersFewer than 5Not reportedNot reported
Insurance companiesFewer than 5Not reportedNot reported
Sovereign wealth & foreign institutionsFewer than 5Not reportedNot reported
Corporations & businessesFewer than 5Not reportedNot reported
Other clientsFewer than 5Not reportedNot reported
Filing source

Form ADV 1539734 · May 11, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 11, 2021. View historical filings

Reported services

Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

140 EAST 45TH STREET, 5TH FLOOR
NEW YORK, NY, 10017, United States

CRD 311473

Filing source

Form ADV 1539734 · May 11, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.